UDR icon

UDR
UDR

Overview Fund Activity

445 hedge funds and large institutions have $16.7B invested in UDR in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 121 increasing their positions, 173 reducing their positions, and 37 closing their positions.

Holders
445
Holders Change
+15
Holders Change %
+3.49%
% of All Funds
7.82%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
58
Increased
121
Reduced
173
Closed
37
Calls
$12.5M
Puts
$12.6M
Net Calls
-$37K
Net Calls Change
-$2.38M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$338M
2
Norges Bank
2
Norges Bank
Norway
$960M
3
ZP
3
Zimmer Partners
New York
$195M
4
HRES
4
Heitman Real Estate Securities
Illinois
$73M
5
N
5
Natixis
France
$68.9M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$388M
2
JG
2
Jefferies Group
New York
$23.9M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$441M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$71.9M
5
Cohen & Steers
5
Cohen & Steers
New York
$2.32B
Name Market Value Shares Shares
Change 		Shares
Change %
BP
351
Ballentine Partners
Massachusetts
$208K 3,915 +3,915 New
MW
352
Marcum Wealth
Ohio
$208K 3,933 +3,933 New
LCM
353
Leisure Capital Management
California
$205K 3,863 +3,863 New
V
354
Veritable
Delaware
$205K 3,877 +3,877 New
P
355
Pitcairn
Pennsylvania
$202K 3,813 +3,813 New
AIP
356
Ameritas Investment Partners
Nebraska
$199K 3,758 -527 -12%
WT
357
Washington Trust
Rhode Island
$172K 3,242 – –
WT
358
Whittier Trust
California
$168K 3,164 +160 +5%
QCG
359
Quadrant Capital Group
Ohio
$146K 2,760 -101 -4%
Rockefeller Capital Management
360
Rockefeller Capital Management
New York
$144K 2,733 +1,508 +123%
TCM
361
Tradewinds Capital Management
Washington
$143K 2,700 – –
CI Investments Inc
362
CI Investments Inc
Ontario, Canada
$140K 2,635 +171 +7%
ACA
363
Atlas Capital Advisors
Wyoming
$139K 2,622 – –
SIM
364
Sentry Investment Management
Wisconsin
$131K 2,469 +2,277 +1,186%
CA
365
Clearstead Advisors
Ohio
$126K 2,377 – –
BIP
366
Blueprint Investment Partners
North Carolina
$124K 2,338 +2,338 New
SSB
367
Sandy Spring Bank
Maryland
$114K 2,150 – –
TPCW
368
TD Private Client Wealth
New York
$108K 2,032 +205 +11%
UAML
369
US Asset Management LLC
Pennsylvania
$100K 1,894 +1,894 New
Bessemer Group
370
Bessemer Group
New Jersey
$96K 1,819 +63 +4%
PA
371
Parallel Advisors
California
$96K 1,809 +305 +20%
Credit Agricole
372
Credit Agricole
France
$83K 1,574 +787 +100%
HDIM
373
Hanson & Doremus Investment Management
Vermont
$81K 1,534 – –
BCA
374
Berman Capital Advisors
Georgia
$81K 1,551 +473 +44%
Lazard Asset Management
375
Lazard Asset Management
New York
$81K 1,535 +635 +71%
13 14
15
16 17